MANAGEMENT REPORTING and ANALYSIS

  We can assist with your management reporting to save time and know more by: 

• reviewing management reporting processes, inputs, analytics and outputs
• assessing and improving efficiencies of creating reports
• identifying process improvements from data collection to end reporting
• identifying new analytics to accurately reflect business activity and performance
• providing advice on company performance  
• creating insightful analysis to know your business better
• creating dashboards to highlight need to know information succinctly and regularly
• training the analyst to create reports that answer questions not raise questions
• building reporting templates
• creating analytical tools to extract and format data ready for reporting

We have a wealth of knowledge from many years of business reporting and analytics, to create useful reports and critical insights that allows a manager to really understand the business dynamics and performance.     

Management reports may have been set up historically for a reason or may be prescribed by an organisation to be consistent across divisions or countries. But unless they are continually reviewed and adapted, they may not be telling you what you need to know. 

Are there new competitors, new divisions, new revenue streams?  Are you considering profitability, has the sales structure changed and how is performance actually being measured? Is there a downturn in the market and how is current performance comparing to last time that happened? What is the currency impact vs underlying business performance? 

We provide a service to gain an understanding of your business, review your management reporting processes, inputs, analytics and outputs in order to assess efficiencies, identify process improvements, determine if new analytics are required and provide advice on current performance. 

Understandably many managers are time poor and don’t have time to trawl through long reports. 

We can create dashboards and KPIs to highlight key factors impacting the business, with the option to drill down or request further information as required.  We can also create a succinct reporting format that minimises the read time but maximises the information flow. The aim is to provide a report that doesn’t raise more questions, but provides answers to questions the manager was just thinking of.

This is common, however if the prescribed format is not providing management with what they need to know to run their business at optimal performance, then an additional report or adding a new section to the report may be necessary. We can help to identify what additional reporting may be necessary, and train the analyst into ways of thinking outside of the "what has always been done" line of thought.

This creates a lot of pressure on an analyst to complete a report in a very short period of time from when the data is available to when the report is due. We can help by setting up analytical tools to extract data information and manipulate into a report ready format, saving time (and pressure) at report deadline times.

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